Get Stash
Ask Stash > Recurring Transactions
How do I Change my Auto Invest Settings?
You can change your auto invest settings at any time in the app or on the web. You can change the frequency, next auto invest date, and funding source, or you can pause/cancel your auto invest.
On the app
Follow these steps to change your auto invest settings on the app:
- Login to the Stash app.
- Tap Manage auto-invest in the Ways to Invest section.
- Tap on the auto invest schedule you want to change.
- Tap on the amount, funding source, or next transfer date to make your changes.
- Note: If you want to pause your auto invest:
- Tap the three dots in the upper-right corner, then tap Pause.
- Select the next date you want your auto invest processed, then tap Submit.
- To pause auto invest for longer than 60 days, tap Pause for longer, then follow the prompts.
- Note: If you want to pause your auto invest:
On the web
Follow these steps to change your auto invest settings on the web:
- Login to the Stash website.
- Click Manage auto-invest in the Ways to Invest section.
- Click on the auto invest schedule you want to change.
- Click Edit next to what you want to change.
- Note: If you want to pause your auto invest, scroll to the bottom of the page and click Pause auto invest.
- Select your change, then click Update.
Was this answer useful?
Related questionsView all Recurring Transactions
- Q. T+1 FAQsTo align with the rest of the financial services industry, we are making changes to the timing of when trades will settle that will go into effect on May 28, 2024. This will mean that trades will start settling in one day instead of two.…
- Q. StashWorks Employee FAQsWhy should I enroll in StashWorks?Stash makes saving money easy, fun and rewarding for millions of customers.On StashWorks, you can automatically put money into a saving solution, instantly access your funds in case of an emergency, and take unlimited advantage of a wealth of financial content and guidance to build confidence and good habits along the way.…
- Q. StashWorks Contribution StreaksLooking to take control of your finances? As a StashWorks customer, you can earn up to $55 by setting up payroll contributions into your Stash account.To get started, set up a direct deposit from the employer who sponsors your StashWorks subscription to your Stash banking account,…
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question
Learn more
Welcome to Stash101, our free financial education platform. Stash101 is not an investment adviser and is distinct from Stash RIA. Nothing here is considered investment advice.
Legal|PrivacyPolicy
Stash Banking services provided by Stride Bank, N.A., Member FDIC. The Stash Stock-Back® Debit Mastercard® is issued by Stride Bank pursuant to license from Mastercard International. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Any earned stock rewards will be held in your Stash Invest account. Investment products and services provided by Stash Investments LLC, not Stride Bank, and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. In order for a user to be eligible for a Stash banking account, they must also have opened a taxable brokerage account on Stash.
All rewards earned through use of the Stash Stock-Back® Debit Mastercard® will be fulfilled by Stash Investments LLC. You will bear the standard fees and expenses reflected in the pricing of the investments that you earn, plus fees for various ancillary services charged by Stash. In order to earn stock in the program, the Stash Stock-Back® Debit Mastercard must be used to make a qualifying purchase. What doesn’t count: Cash withdrawals, money orders, prepaid cards, and P2P payment. If you make a qualifying purchase at a merchant that is not publicly traded or otherwise available on Stash, you will receive a stock reward in an ETF or other investment of your choice from a list of companies available on Stash. 1% Stock-Back® rewards are subject to terms and conditions. Stock rewards that are paid to participating customers via the Stash Stock Back program, are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. Stash reserves the right to amend this program and the terms and conditions thereof and/or cancel this program at any time, for any reason, upon notice to you. See Terms and Conditions for more details.
- Get fee-free transactions at any Allpoint ATM, see the app for location details, otherwise out-of-network ATM fees may apply. For a complete list of fees please see the Deposit Account Agreement for details.
- Early access to direct deposit funds depends on when the payor sends the payment file. We generally make these funds available on the day the payment file is received, which may be up to 2 days earlier than the scheduled payment date.
- Stash does not monitor whether a customer is eligible for a particular type of IRA, or a tax deduction, or if a reduced contribution limit applies to a customer. These are based on a customer’s individual circ*mstances. You should consult with a tax advisor.
- The money in a custodial account is the property of the minor.
- Not all stocks pay out dividends.
- This is a Discretionary Managed Account whereby Stash has full authority to manage. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. Stash does not guarantee any level of performance or that any client will avoid losses in the client’s account.
- A “Personal Portfolio” is a non-Discretionary Managed Account.
- Stash through the “Diversification Analysis” feature does not rebalance portfolios or otherwise manage the Personal Portfolio Account for clients on a discretionary basis. Recommendations through this tool are considered personalized investment advice. No asset allocation is a guarantee against loss of principal.
- To be eligible to receive a Stock Reward through stock party, you must complete the account registration process and open an individual taxable brokerage account ("Personal Portfolio") that is in good standing. This program is subject to Terms and Conditions.
- If you purchase this plan, you will receive Financial Counseling Advice which is impersonal investment advice, as guides, reports, and education material about investing and financial planning. Each plan includes the option to open a brokerage account and a bank account. The subscription fee is due if a client is receiving Financial Counseling Services regardless of whether or not a client chooses to open and/or use a brokerage account. In order to obtain personalized investment advice, clients are required to complete the suitability questionnaire during registration, must be approved from an account verification perspective and open a brokerage account. Click here for more details.
- You may subsequently choose to open one or more investment advisory account(s). To begin investing on Stash, you must be approved from an account verification perspective and open a brokerage account.
- This Program is subject to terms and conditions. In order to participate, a user must comply with all eligibility requirements and make a qualifying purchase with their Stock-Back® Card. All funds used for this Program will be taken from your Stash Banking account†.
- Unpaid client testimonials. Not representative of all clients and not a guarantee. See Apple App Store and Google Play reviews. Immaterial changes have been made to these quotes for editorial purposes.
- Based on comparative data on debit cards in the U.S that offer stock rewards when used to shop at publicly traded companies.
- Nothing on this website should be considered an offer, solicitation of an offer, tax, legal, or investment advice to buy or sell securities. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. All investments are subject to risk and may lose value. If applicable, your Stash banking account is a funding account for purposes of the Advisory Agreement. Your subscription fee may be deducted from your Stash banking account balance.
- By clicking on any third-party links above, you will leave Stash’s website and link to a non-affiliated third-party website. The privacy practices of those third parties may differ from those of Stash. Therefore, we recommend you review the privacy statements of those third-party websites, as Stash is not responsible for those third parties' privacy or security practices.
- All individuals featured on this website are paid actors or employees of Stash.
- By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Stash does not provide comprehensive financial planning services to individual investors. Stash Financial, Inc. is a digital financial services company offering financial products for U.S. based consumers. Stash is not a bank or depository institution licensed in any jurisdiction Advisory products and services are offered through Stash Investments LLC (“Stash”), an SEC registered investment adviser. Stash Capital LLC, an SEC registered broker-dealer and member FINRA/SIPC, serves as introducing broker for Stash Clients’ advisory accounts. FINRA BrokerCheck reports for Apex Clearing are available at https://brokercheck.finra.org/. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides clearing and execution services and serves as qualified custodian for advisory assets of Stash Clients. Products offered by Stash Investments LLC and Stash Capital LLC are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. Market data by Thomson Reuters (Refinitiv).
- For more information, see our disclosures.
- All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsem*nt by them.
- Stash supports an accessible internet. If you have any questions about our features, please contact us at accessibility@stash.com. Information provided by Stash Support is for informational and general educational purposes only and is not investment or financial advice.
Email: support@stash.com Tel: (800) 205-5164
Google Play and the Google Play logo are trademarks of Google, Inc.
Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
STASH, StashInvest, and Stock-Back are registered trademarks of Stash Financial, Inc.
© Copyright 2024 Stash Financial, Inc. All rights reserved.
